As your business grows, you may find that you have duplicate customer records in QuickBooks Online. This can cause confusion and inaccuracies in your books. Fortunately, QuickBooks Online provides a user-friendly interface to help you merge duplicate customer records easily. In this article, we will guide you step by step on how to merge customers in QuickBooks Online.
Step 1: Locate Duplicate Customer Records
The first step is to locate the duplicate customer records that you want to merge. To do this, go to the "Sales" menu and select "Customers." Then search for the customer records that have the same name or contact information.
Step 2: Select the Primary Customer Record
Once you have located the duplicate customer records, select the primary customer record that you want to keep. This should be the customer record that has the most accurate and up-to-date information.
Step 3: Merge the Customer Records
After selecting the primary customer record, click on the "Edit" button at the top of the screen. Then click on the "Merge" button. QuickBooks Online will ask you to select the secondary customer record that you want to merge with the primary customer record.
Step 4: Confirm the Merge
Once you have selected the secondary customer record, click on the "Merge" button to confirm the merge. QuickBooks Online will merge the customer records, including all transactions associated with both records.
Step 5: Verify the Merge
After merging the customer records, it's essential to verify that the merge has been completed correctly. To do this, go to the "Sales" menu and select "Customers." Then search for the primary customer record and verify that all the information is correct and that all transactions are associated with the primary customer record.
In conclusion, merging customers in QuickBooks Online is a straightforward process that can help you maintain accurate customer records. By following the steps outlined above, you can easily merge duplicate customer records and ensure that your books are accurate and up-to-date.
Outsource Your Bookkeeping to Accounting Supports
If you find yourself struggling with managing your books or simply want to focus on growing your business, consider outsourcing your bookkeeping to a professional virtual bookkeeping company like Accounting Supports. We provide monthly online bookkeeping services starting at just $99 per month, and our team of experts is well-versed in all major accounting software, including QuickBooks Online. Let us handle your bookkeeping, so you can focus on what you do best – running and growing your business.
By outsourcing your bookkeeping to Accounting Supports, you can take advantage of the following benefits:
1. Expert Bookkeeping Services
Our team of experts is well-versed in all major accounting software, including QuickBooks Online. We stay up-to-date with the latest changes and updates to ensure that your books are always accurate and up-to-date.
2. Affordable Pricing
We offer monthly online bookkeeping services starting at just $99 per month. This means you can get professional bookkeeping services without breaking the bank.
3. Time Savings
By outsourcing your bookkeeping to Accounting Supports, you can save valuable time that can be spent on growing your business. You won't have to worry about managing your books or keeping up with the latest changes in accounting software.
4. Peace of Mind
We understand how important your books are to your business. That's why we take every measure to ensure that your books are accurate and up-to-date. You can rest assured that your financials are in good hands.
In conclusion, merging customers in QuickBooks Online is a simple process that can help you maintain accurate customer records. However, if you find yourself struggling with managing your books or simply want to focus